Funding Amount

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Deadline

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Grant Type

foundation

Overview

Heritage Home Group Charitable Trust Grant

Status: ACTIVE
Funder: Heritage Home Group Charitable Trust
Last Updated: May 28, 2025

Summary

The Heritage Home Group Charitable Trust, established in 1960, focuses on enhancing community resilience in North Carolina through strategic funding in areas such as financial mobility, housing access, and small business growth. With a commitment to arts, education, health, and human services, the Trust supports organizations that are tax-exempt and demonstrate fiscal stability. Funding is not available for individuals or political activities, ensuring resources are allocated to meaningful community needs.

Overview

At Wells Fargo, we’ve helped people go further with their money since our founding by Henry Wells and William Fargo in 1852. Wells Fargo is committed to helping communities thrive, with financially resilient families, vibrant small businesses and affordable places to call home. We're the bank of putting people and communities first. The bank of rolling up our sleeves and getting involved. We're the bank of walking the walk and taking action. That’s the Bank of Doing. The Heritage Home Group Charitable Trust was established in 1960 by the Thomasville Chair Company, with Wells Fargo Bank, N.A. as the trustees. Our grantmaking focuses on opportunities that align with our strategic funding priorities: financial mobility, housing access and affordability, and small business growth. The mission of the Trust is to support the charitable needs of communities in the counties of Burke, Caldwell, Catawba, Davidson, Forsyth, Guilford and Randolph of North Carolina. Generally, the Trust funds the following program areas: Arts, culture, and humanities Education Environment, animals Health Human services International/foreign affairs Public/society benefit Religion

Eligibility

You can learn more about this opportunity by visiting the funder's website. To receive funding, organizations must meet the following: Have tax exempt status under IRS code 501(c)(3), or be a qualified governmental agency, tribal entity or public school or school systemDemonstrate fiscal and administrative stability and Deliver services addressing critical community needAll grant funds must be expended for charitable, scientific, literary, or educational purposes. Grant funds, as well as any interest earned thereon, are to be spent only in accordance with the submitted proposal

Ineligibility

Wells Fargo will not consider grants for:IndividualsPolitical action committees, candidates, causes, and lobbyingLabor, alumni, or fraternal groupsRecreation, athletic, or sports teams, programs, or leaguesFor-profit entities, including start-up small businessesGrants specifically for travel, including student trips or toursNone of the funds may be used for any political campaign or for any political activities that would be deemed impermissible under Section 501(c)(3) of the Internal Revenue Services code.

What Heritage Home Group Char Tr-Main actually gave

Source: IRS Form 990-PF, 2024

Grants in 2024
19
Total given
$450K
Median grant
$25K
Range
$5,000–$30K
  • By dollars: North Carolina 89%, South Carolina 6%, Pennsylvania 6%. Top recipient cities: Winston Salem, NC; High Point, NC; Hickory, NC.
  • 100% of grants with a stated purpose were for general or operating support.
  • 47% of recipients were new grantees, not repeat recipients.

Example grants

  • American Cancer Society Inc · Charlotte, NC

    General operating

    $30K

  • Dream Center of Forsyth County · Clemmons, NC

    General operating

    $30K

  • North Carolina School for the Deaf at · Morganton, NC

    General operating

    $30K

  • Second Harvest Food Bank of · Winstonsalem, NC

    General operating

    $30K

  • City with Dwellings a Community First · Winston Salem, NC

    General operating

    $25K

IRS Form 990-PF, 2024. Amounts as reported by the funder. Full 990 history →

Focus Areas & Funding Uses

Fields of Work

nonprofitsartseducationenvironmenthealthcarehuman-servicessmall-businesseshousing

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